THERE IS MORE THAN ONE ANGLE TO YOUR STORY
At Perspective 6 Group, we assess an individual’s financial life from a broad point of view looking at it from all perspectives impacting wealth. Other financial professionals may look only at an individual’s investments. We take a more holistic approach, as we believe that the best solution is clear when viewing all sides of the picture.
Perspective 6 is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation. We offer the benefit of not only our uniquely broad perspective, giving you a higher probability of sustained wealth, but our team of financial specialists allows us to serve you completely, no matter the complexity.Contact Us
THE 6 PERSPECTIVES OF WEALTH MANAGEMENT
We design solutions to increase the probability of enhancing and sustaining wealth by addressing all 6 perspectives of wealth management for each client. Cash Flow Plan, Investment Management, Tax Strategy, Liquidity & Debt Management, Risk Protection, Estate & Charitable Planning.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Being healthy not only makes you feel good, it may also help you financially.
Tips on insuring your teen driver.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?